Retirement Readiness, Episode 46:...
Retirement Readiness, Episode 46: What is Longevity Planning?
Retirement Readiness Podcast di Tim Regan
S1 · E46
6 mag 2024
26:26
Note sull'episodio

In this week's episode of the “Retirement Readiness” podcast, hosts Tim Regan and Katie Umland discuss the importance of longevity planning leading up to your retirement. Longevity planning involves a holistic approach to not only your finances, but your health, mobility, relationships, and more.

“When we talk about longevity, it really turns into: How do I make sure I have enough money? How do I make sure I have enough healthspan?” Tim explains.

Of course, finances play a key role in that planning as well – and although it’s virtually impossible to predict exactly what your income and expenses will be, a financial advisor can help you craft a plan around ballpark numbers, and then fill in the blanks for “margin” expenses.

Tune in to hear more about longevity planning from Tim and Katie, or  ... 

Parole chiave
retirement
retirement readiness
financial planning
financial wellness
senior living
estate planning
financial advisor
planning for retirement